See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,950 | $76,552-63.5% | $123,892-77.4% | $62,891-55.6% |
| Participation rate | 98.9% | 73.0%+25.9pp | 81.4%+17.4pp | 69.3%+29.5pp |
| Annual return | 0.66% | 18.68%-18.0pp | 47.52%-46.9pp | 20.14%-19.5pp |
| Employer contribution / active EE | $805 | $2,883-72.1% | $4,617-82.6% | $2,281-64.7% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |